Civic Intelligence

Rolfe & Lobello P. A.

Plan context: Alan J. Polin, P.A. Profit Sharing Plan

EIN 59-1004604 • Maitland, FL • 38 filings • 8 plans

175 Lookout PlaceSte. 100Maitland, FL 32751
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$908,865

2024 Contributions

$138,548

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,401,164$1,200,582$0199920142024YearValue
$908,865Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

170850199920142024YearValue
13Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024113$908,865$138,548$10,658iApproximate average salary by contribution assumption: employee only about $266,438 at 4% or $177,626 at 6%; with 50% employer match about $177,626 at 4% or $118,417 at 6%; with 100% employer match about $133,219 at 4% or $88,813 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-13$908,865$138,548$10,658iApproximate average salary by contribution assumption: employee only about $266,438 at 4% or $177,626 at 6%; with 50% employer match about $177,626 at 4% or $118,417 at 6%; with 100% employer match about $133,219 at 4% or $88,813 at 6%.
2023110$683,731$170,915$17,092iApproximate average salary by contribution assumption: employee only about $427,288 at 4% or $284,858 at 6%; with 50% employer match about $284,858 at 4% or $189,906 at 6%; with 100% employer match about $213,644 at 4% or $142,429 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-10$683,731$170,915$17,092iApproximate average salary by contribution assumption: employee only about $427,288 at 4% or $284,858 at 6%; with 50% employer match about $284,858 at 4% or $189,906 at 6%; with 100% employer match about $213,644 at 4% or $142,429 at 6%.
2022113$1,584,594$178,912$13,762iApproximate average salary by contribution assumption: employee only about $344,062 at 4% or $229,374 at 6%; with 50% employer match about $229,374 at 4% or $152,916 at 6%; with 100% employer match about $172,031 at 4% or $114,687 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-13$1,584,594$178,912$13,762iApproximate average salary by contribution assumption: employee only about $344,062 at 4% or $229,374 at 6%; with 50% employer match about $229,374 at 4% or $152,916 at 6%; with 100% employer match about $172,031 at 4% or $114,687 at 6%.
2021114$1,919,627$87,147$6,225iApproximate average salary by contribution assumption: employee only about $155,620 at 4% or $103,746 at 6%; with 50% employer match about $103,746 at 4% or $69,164 at 6%; with 100% employer match about $77,810 at 4% or $51,873 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-14$1,919,627$87,147$6,225iApproximate average salary by contribution assumption: employee only about $155,620 at 4% or $103,746 at 6%; with 50% employer match about $103,746 at 4% or $69,164 at 6%; with 100% employer match about $77,810 at 4% or $51,873 at 6%.
2020111$1,765,186$145,592$13,236iApproximate average salary by contribution assumption: employee only about $330,891 at 4% or $220,594 at 6%; with 50% employer match about $220,594 at 4% or $147,063 at 6%; with 100% employer match about $165,445 at 4% or $110,297 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-11$1,765,186$145,592$13,236iApproximate average salary by contribution assumption: employee only about $330,891 at 4% or $220,594 at 6%; with 50% employer match about $220,594 at 4% or $147,063 at 6%; with 100% employer match about $165,445 at 4% or $110,297 at 6%.
2019113$1,374,852$149,767$11,521iApproximate average salary by contribution assumption: employee only about $288,013 at 4% or $192,009 at 6%; with 50% employer match about $192,009 at 4% or $128,006 at 6%; with 100% employer match about $144,007 at 4% or $96,004 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-13$1,374,852$149,767$11,521iApproximate average salary by contribution assumption: employee only about $288,013 at 4% or $192,009 at 6%; with 50% employer match about $192,009 at 4% or $128,006 at 6%; with 100% employer match about $144,007 at 4% or $96,004 at 6%.
2018117$1,663,770$130,007$7,647iApproximate average salary by contribution assumption: employee only about $191,187 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,593 at 4% or $63,729 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-17$1,663,770$130,007$7,647iApproximate average salary by contribution assumption: employee only about $191,187 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,593 at 4% or $63,729 at 6%.
2017214$1,558,419$278,634$19,902iApproximate average salary by contribution assumption: employee only about $497,561 at 4% or $331,707 at 6%; with 50% employer match about $331,707 at 4% or $221,138 at 6%; with 100% employer match about $248,780 at 4% or $165,854 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-14$1,558,419$278,634$19,902iApproximate average salary by contribution assumption: employee only about $497,561 at 4% or $331,707 at 6%; with 50% employer match about $331,707 at 4% or $221,138 at 6%; with 100% employer match about $248,780 at 4% or $165,854 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0$0--
2016214$1,300,482$239,888$17,135iApproximate average salary by contribution assumption: employee only about $428,371 at 4% or $285,581 at 6%; with 50% employer match about $285,581 at 4% or $190,387 at 6%; with 100% employer match about $214,186 at 4% or $142,790 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-14$1,237,513$239,888$17,135iApproximate average salary by contribution assumption: employee only about $428,371 at 4% or $285,581 at 6%; with 50% employer match about $285,581 at 4% or $190,387 at 6%; with 100% employer match about $214,186 at 4% or $142,790 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-1$62,969--
2015212$1,003,347$221,434$18,453iApproximate average salary by contribution assumption: employee only about $461,321 at 4% or $307,547 at 6%; with 50% employer match about $307,547 at 4% or $205,031 at 6%; with 100% employer match about $230,660 at 4% or $153,774 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-12$936,956$221,434$18,453iApproximate average salary by contribution assumption: employee only about $461,321 at 4% or $307,547 at 6%; with 50% employer match about $307,547 at 4% or $205,031 at 6%; with 100% employer match about $230,660 at 4% or $153,774 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-2$66,391--
2014214$1,875,538$951,516$67,965iApproximate average salary by contribution assumption: employee only about $1,699,136 at 4% or $1,132,757 at 6%; with 50% employer match about $1,132,757 at 4% or $755,171 at 6%; with 100% employer match about $849,568 at 4% or $566,379 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-14$938,040$951,516$67,965iApproximate average salary by contribution assumption: employee only about $1,699,136 at 4% or $1,132,757 at 6%; with 50% employer match about $1,132,757 at 4% or $755,171 at 6%; with 100% employer match about $849,568 at 4% or $566,379 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-4$937,498--
2013117$2,205,605$138,083$8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-17$2,205,605$138,083$8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%.
2012122$2,401,164$171,939$7,815iApproximate average salary by contribution assumption: employee only about $195,385 at 4% or $130,257 at 6%; with 50% employer match about $130,257 at 4% or $86,838 at 6%; with 100% employer match about $97,693 at 4% or $65,128 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-22$2,401,164$171,939$7,815iApproximate average salary by contribution assumption: employee only about $195,385 at 4% or $130,257 at 6%; with 50% employer match about $130,257 at 4% or $86,838 at 6%; with 100% employer match about $97,693 at 4% or $65,128 at 6%.
2011121$2,066,274$203,408$9,686iApproximate average salary by contribution assumption: employee only about $242,152 at 4% or $161,435 at 6%; with 50% employer match about $161,435 at 4% or $107,623 at 6%; with 100% employer match about $121,076 at 4% or $80,717 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-21$2,066,274$203,408$9,686iApproximate average salary by contribution assumption: employee only about $242,152 at 4% or $161,435 at 6%; with 50% employer match about $161,435 at 4% or $107,623 at 6%; with 100% employer match about $121,076 at 4% or $80,717 at 6%.
2010123$1,659,252$223,511$9,718iApproximate average salary by contribution assumption: employee only about $242,947 at 4% or $161,964 at 6%; with 50% employer match about $161,964 at 4% or $107,976 at 6%; with 100% employer match about $121,473 at 4% or $80,982 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-23$1,659,252$223,511$9,718iApproximate average salary by contribution assumption: employee only about $242,947 at 4% or $161,964 at 6%; with 50% employer match about $161,964 at 4% or $107,976 at 6%; with 100% employer match about $121,473 at 4% or $80,982 at 6%.
2009124$1,227,873$184,870$7,703iApproximate average salary by contribution assumption: employee only about $192,573 at 4% or $128,382 at 6%; with 50% employer match about $128,382 at 4% or $85,588 at 6%; with 100% employer match about $96,286 at 4% or $64,191 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-24$1,227,873$184,870$7,703iApproximate average salary by contribution assumption: employee only about $192,573 at 4% or $128,382 at 6%; with 50% employer match about $128,382 at 4% or $85,588 at 6%; with 100% employer match about $96,286 at 4% or $64,191 at 6%.
200810$0$0-
Rolfe & Lobello P.A. 401K Retirement Plan-0---
200710$0$0-
Rolfe & Lobello P.A. 401K Retirement Plan-0---
200610$0$0-
Rolfe & Lobello P.A. 401K Retirement Plan-0---
200510$0$0-
Rolfe & Lobello P.A. 401K Retirement Plan-0---
2004225$419,547$88,583$3,543iApproximate average salary by contribution assumption: employee only about $88,583 at 4% or $59,055 at 6%; with 50% employer match about $59,055 at 4% or $39,370 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-25$419,547$88,583$3,543iApproximate average salary by contribution assumption: employee only about $88,583 at 4% or $59,055 at 6%; with 50% employer match about $59,055 at 4% or $39,370 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0---
2003222$293,441$75,546$3,434iApproximate average salary by contribution assumption: employee only about $85,848 at 4% or $57,232 at 6%; with 50% employer match about $57,232 at 4% or $38,155 at 6%; with 100% employer match about $42,924 at 4% or $28,616 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-22$293,441$75,546$3,434iApproximate average salary by contribution assumption: employee only about $85,848 at 4% or $57,232 at 6%; with 50% employer match about $57,232 at 4% or $38,155 at 6%; with 100% employer match about $42,924 at 4% or $28,616 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0---
20023170$229,788$61,673$363iApproximate average salary by contribution assumption: employee only about $9,070 at 4% or $6,046 at 6%; with 50% employer match about $6,046 at 4% or $4,031 at 6%; with 100% employer match about $4,535 at 4% or $3,023 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-170$175,791$55,673$327iApproximate average salary by contribution assumption: employee only about $8,187 at 4% or $5,458 at 6%; with 50% employer match about $5,458 at 4% or $3,639 at 6%; with 100% employer match about $4,094 at 4% or $2,729 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-3$53,997$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0---
2001216$150,327$52,874$3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,077 at 6%; with 50% employer match about $55,077 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-16$150,327$52,874$3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,077 at 6%; with 50% employer match about $55,077 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0---
2000311$182,210$33,640$3,058iApproximate average salary by contribution assumption: employee only about $76,455 at 4% or $50,970 at 6%; with 50% employer match about $50,970 at 4% or $33,980 at 6%; with 100% employer match about $38,227 at 4% or $25,485 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-11$107,490$29,640$2,695iApproximate average salary by contribution assumption: employee only about $67,364 at 4% or $44,909 at 6%; with 50% employer match about $44,909 at 4% or $29,939 at 6%; with 100% employer match about $33,682 at 4% or $22,455 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-2$74,720$4,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0---
199923$177,273$34,286$11,429iApproximate average salary by contribution assumption: employee only about $285,717 at 4% or $190,478 at 6%; with 50% employer match about $190,478 at 4% or $126,985 at 6%; with 100% employer match about $142,858 at 4% or $95,239 at 6%.
Alan J. Polin, P.A. Profit Sharing Plan-3$102,017$9,550$3,183iApproximate average salary by contribution assumption: employee only about $79,583 at 4% or $53,056 at 6%; with 50% employer match about $53,056 at 4% or $35,370 at 6%; with 100% employer match about $39,792 at 4% or $26,528 at 6%.
Rolfe & Lobello P.A. 401K Retirement Plan-0$75,256$24,736-